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Leads

Tag Archives | Leads

App of the Week – Email-to-anything: Lead/Custom Case Automation

Email integration with any Salesforce object? Including custom objects? It might sound too good to be true, but this app is 100% real.  With this handy app you can setup sales automation (Email to Lead or Opportunity); support automation (Email to Custom Case; Create IT Support Requests Automatically; Raise trouble tickets for a Salesforce Helpdesk) […]

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App of the Week – D&B Optimizer – Dun & Bradstreet Account and Lead Data for Salesforce

  Using your customer data is very important. However, not all companies have the tools that can really give them significant benefits. The D&B Optimizer works to give you better account and lead data. With this data in hand, you can efficiently prioritize accounts based on critical data insights, align territories, segment markets, and identify […]

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Lead Management Tips with Pardot

Proper lead management often requires more planning and detail work than most people realize. Doing it the right way is much more than a “set it and forget it” type of mentality. However, when done properly, a few simple best practices can really boost your company and help you keep a pipeline full of qualified, […]

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Tip of the Week – Pushing Leads to Salesforce

As a Salesforce consultant, a common question we at CloudMyBiz are asked is: How can leads from lead providers be pushed directly into Salesforce? Obviously, this solution will significantly increase efficiency, as users won’t have to manually parse lead info into the system. There are a number of options and a bit of custom development […]

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